Step 1: Log in

Go to

Type in your email and password and click Sign in

Step 2: Select Your department

When you login, you land on the organization home page. From the home page, select your department under the list on the middle of the page.

Step 3: Select New Initiative or Survey

Once in your department area select the ‘New Initiative or Survey’ button in the top right.

Step 4: Setup your Survey

You will be prompted to enter:

A title for the project

The anonymity of participants

 Anonymous allows participants to participate anonymously, with
 controls in place to avoid ballot stuffing

Require login will ask someone to use an existing (facebook, twitter,
or google) account to to create an account

Light login will ask participants to share their email and name
before participating, so they can be linked to other participation
with the same email

Page Format

Content + Questions – this is the most common, can be used for
 surveys, webpages, engagement forums, and all other
configurations of the engagement tools

Question Series – Shows one Question after another

Chatbot – presents questions as a messenger conversation

All of these can be changed inside the settings of the project once created.

You have now created a project!

Step 5: Editing the Project/Survey Name

Note the name; It is public. 

Click the text to edit.

Editing text will make a blue save button appear. Make sure to press it to      make sure changes stick. 

Step 6: Metrics 

Metrics for the project are shown under the project title.

Views – numbers of views of the page (not unique) 

Participants – number of persons who have taken one action (comment or response) 

Response – selecting 


Subscribers – if you have an email signup or require some sort of login, the number of people who have signed up for the project – you can email them in the email system

Social Views

Step 7: Preview your Survey

On the right you will see the button: View live site – this opens a new tab so you can preview your page.

Other languages are shown. This allows you to jump directly to translated       versions of the system. The automatic translation is google translate, but this can be edited to ensure accuracy. 

Step 8: Finding your Survey's URL

Note the number in the url bar – that’s unique to this project and how you can quickly share it (pid=yyyy, or

Step 9: Data Organization

 Note the tabs below the metrics – this is how all data is organized. Other            articles discuss each tab in further detail

 Public Inputs

Survey + Content – described below

Email – each project has its own email address, emailing it will add the           comments to your overall results

SMS – activities can be translated into text activities

Social – you can connect to social posts or connect posts about the activity

Meetings + Offline – manage your offline activities here. Collect and document participation collected in person (through kiosk) or on paper (data entry)


Comments – an overview of your comments that can be reviewed and analyzed

Participants – see a map of participation, where participants came to access the page, create special links for specific outreach, and a full list of participants

Results and Data – download your data, create a dynamic report

Settings – overall settings for the specific project

Add a submit button to your survey (results are collected at time of each activity submission) 

Add a location for your project

Step 10: Publish + List

Once you’ve created a page, it is live! 

If published is green, anyone can access the page without login

If listed is green, then it is listed on the agency’s page

Step 11: Survey + Content

Here you add your engagement activities

'Add question' will allow you to add engagement activities. What types
of engagement activities can I add? 

◦ Single answer
◦ Multi-Answer
Correct Answer (a single answer question with a correct                                     answer)
◦ Rank Options
◦ Matrix (a set of questions with the same answers, often a scale)
◦ Scale (pick between two poles)
◦ All quantitative questions can include a comment box
◦ All quantitative questions can show results immediately after participation

◦ Comment participation can be public or private. If public, participants can engage with each other and staff can reply to comments as the agency
◦ Open Ended
◦  Short Answer

User Information
◦ Contact Info (use to collect email, zip code, phone number, and/or address)
◦ User Location (An easier way to gather participant location using a circle the participant drags to their location)

◦ Shape Selection (select shapes on an image)
◦ Map (Drop pins and lines on a map and add comments to the map)
◦ Map Shape Selection (select shapes you draw or add on a google map) 

∙ Demographic
Demographic categories connected to Census Data (if enabled) 

◦ Skip logic
◦ Confirmation (used when you have a poll series) 

You can drag and drop engagement activities to change their order 

or change the width with the plus and minus buttons

To edit an activity after adding to the content area, select the gear on the top left of the question

Add content boxes – text, images, video – to supplement the engagement tools.

As content is added, a blue save button appears in the bottom right.

To make your activity / survey multiple steps, select the step tabs at the top of the content area 

Step 12: Documents 

At the bottom of the page you can add documents; a documents box will appear in the content area that you can move around. 

Things to note:

 Your project page can have a short code if needed, let the Publicinput
customer success team know what you might need.

 If you need to accept responses at a meeting, use the kiosk mode
under ‘Meetings and Offline

 If you need to do data entry, use the data entry button under ‘Meetings and Offline

 If you get stuck, don’t get frustrated! Click the little chat button on the
bottom right to talk to one of our customer support team.

 Need to make a change? No problem! Nothing in the system is ever set in stone.

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